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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-15
  • FL RA
    APPROVED
    Since 2023-11-15

Branch Locations

720 Rugby St Suite 200, Orlando, FL 32804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Orlando FL 09/2022 09/2023
Academy Sports Lake Mary FL 09/2017 08/2018
Publix Lake Mary FL 03/2017 09/2017
Unemployed Longwood FL 07/2016 02/2017
24 Hour Fitness Longwood FL 09/2018 12/2019
Finfrock Apopka FL 01/2020 04/2020
Unemployed Longwood FL 05/2020 06/2020
24 Hour Fitness Lake Mary FL 07/2020 11/2020
Addition Financial Orlando FL 07/2020 11/2022
University Of Central Florida Orlando FL 05/2017 05/2023
Raymond James Financial Services, Inc. Orlando FL 10/2023 Present
Db Wealth Management Orlando FL 10/2023 Present
Raymond James Financial Services Advisors, Inc Orlando FL 11/2023 Present
  • 09/2022 → 09/2023
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2017 → 08/2018
    Academy Sports
    Lake Mary, FL
  • 03/2017 → 09/2017
    Publix
    Lake Mary, FL
  • 07/2016 → 02/2017
    Unemployed
    Longwood, FL
  • 09/2018 → 12/2019
    24 Hour Fitness
    Longwood, FL
  • 01/2020 → 04/2020
    Finfrock
    Apopka, FL
  • 05/2020 → 06/2020
    Unemployed
    Longwood, FL
  • 07/2020 → 11/2020
    24 Hour Fitness
    Lake Mary, FL
  • 07/2020 → 11/2022
    Addition Financial
    Orlando, FL
  • 05/2017 → 05/2023
    University Of Central Florida
    Orlando, FL
  • 10/2023 → Present
    Raymond James Financial Services, Inc.
    Orlando, FL
  • 10/2023 → Present
    Db Wealth Management
    Orlando, FL
  • 11/2023 → Present
    Orlando, FL
Other Businesses

(1)Name of Business: DB Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/02/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA (2)Name of Business: Tucker Health Solutions, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist my clients and my employer, David Bilka's, clients in enrolling for Medicare.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-24
S63 Uniform Securities Agent State Law Examination 2023-02-15
  • S65 Uniform Investment Adviser Law Examination
    2023-10-24
  • S63 Uniform Securities Agent State Law Examination
    2023-02-15

View on SEC IAPD

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